AliNo

building things

[philipplgh @philipplgh]

Been working on this and just open sourced it— Kombuse is a local-first app for managing AI coding agents with a private issue tracker. It integrates Claude Code and Codex and come with a full development pipeline that was used to develop the app itself ✌️

[AliNo @Alinoooooo]

@farokh 🫡

[AlphaArc @AlphaArc4k]

We started AlphaArc with a clear goal: make blockchain data understandable for AI agents to help them trade autonomously. Every step we've taken has been in pursuit of that mission.

We built the first versions of tools to create and run agents (AlphaStudio), the data layer they act on (Arctis), and the infrastructure for testing and evaluation, with paper trading, historical & real-time price feeds as stepping stones.

With a plethora of indexed data (approaching 100TB), we are primed to take backtesting, training and simulation to the next level. Our focus in the coming weeks and months is to double down on infrastructure—refining agent evaluation, simulation, and strategy optimization for markets that, as we’ve seen, move both up and down. Our goal: push agents toward full autonomy and make them more powerful than ever.

This mission has been clear from the start—and it remains our north star.

[AlphaArc @AlphaArc4k]

UPDATE: Portfolio UI Integration

The Portfolio UI is now live in AlphaStudio—marking the final phase of development! This view allows to track your agent's trades, positions, PnL, and more in a single, streamlined view.

Before merging this exciting update, we’ll do one more iteration on the API, tool integration, and portfolio UI to ensure all components work seamlessly together.

Once finalized, agents will be able to autonomously paper trade, allowing us to compare their performance and strategies in real-time!

For daily progress and all changes - and there are a many more on the branch: API, trace view, log history, triggers, prompt overrides, sdk messaging... - check out:
https://t.co/tefJKZ3AvC

[AliNo @Alinoooooo]

@spunosounds @AlphaArc4k has a paper trading engine to verify trading strategies of agents

[AlphaArc @AlphaArc4k]

UPDATE: First Agent Paper Trade Executed!

We're evolving the paper trading API into a callable tool for agents—and today marks the first successful agentic trade! 🤑

Additionally, we started work on a new trace view that visualizes the call graph, tools used, and token consumption at each step, making debugging more intuitive.

A portfolio view will display all agent trades and positions directly in AlphaStudio (see last screenshot).

The log view now shows which historical prompts did or did not trigger buys and sells (currently being migrated from the hub)

As always, you can track our progress on GitHub—agent trading is actively happening on the "paper-tools" branch: https://t.co/SoWk6ZKFYs

More exciting features are coming to the SDK! If you're actively working on an agent, send us a DM with the ID to get an invite to Discord!🚀

[AliNo @Alinoooooo]

@MohanSh101888 @LukaFuelsDreams @AlphaArc4k https://t.co/YIjg4VyDSp

[AlphaArc @AlphaArc4k]

@beebboopfrr @Flowslikeosmo We have submitted the verification ages ago. The process might take longer, since we have updated our logo... ping to @JupiterExchange

[AliNo @Alinoooooo]

@moonshot $ALPHA @AlphaArc4k

[Degen Radar @Degen_Radar]

Mindshare vs Marketcap of Notable #DeFAI coins

$griffain | @griffaindotcom
$vvv | @AskVenice
$alpha | @AlphaArc4k
$anon | @HeyAnonai
$sai | @SharpeLabs
$BNKR | @bankrbot
$buzz | @askthehive_ai
$fuku | @FukuSOLcto
$tnsr | @AgentHustle
$neur | @neur_sh
$olas | @autonolas

Data provide by @cookiedotfun

___
Please like/repost to support :))

[AliNo @Alinoooooo]

@LukaFuelsDreams @AlphaArc4k the project has a Discord and tickers can not be changed...

[AliNo @Alinoooooo]

@charliebcurran @f_gilgemesh Tortellini is also live reporting on AlphaArc's Discord

[AliNo @Alinoooooo]

@0xsammy @cookiedotfun Glad to see $ALPHA @AlphaArc4k on the chart! Strong DeFAI project building the web3 data layer for AI agents 🚀

[AliNo @Alinoooooo]

@cookiedotfun $ALPHA @AlphaArc4k

[0xSammy @0xSammy]

AI Agent Analysis: Mindshare vs Market Cap (February 5th, 2025)

Are we seeing a "flight to quality" within the agents until dust settles on the direction of market prices?

DeFAI solutions roll out MVPs that will become DeFI BAU by the end of the year

Meanwhile, the Coinbase Agent Hackathon concludes with First Prize (Best Overall) going to @Mamoriko_ , an AI agent that finds the best returns on Base for USDC, safely optimizing your returns

Quotes:

"every ai agent deserve a wallet" - @CoinbaseDev

"AI makes everyone a tech CEO, crypto makes everyone a venture capitalist." - @balajis

"as software becomes easier to create, value only accrues to the most differentiated and exceptional products." - @dabit3

"One thing I’ve never understood about “crypto agentic payments” is why couldn’t AI learn to use the stripe api?" - @nic_carter

"trenches are cooked... we stick to gud AI coins" - @wizardofsoho

1) Highlights:

The past 24 hours in the AI Agent sector reflect diverse performance, with rapid gains by speculative agents balanced by dips in infrastructure players

Meme-driven agents show continued volatility, while analytics and framework (utility) tools demonstrate steady growth

2) Agent by Agent Analysis:

i) Fartcoin ( @FartCoinOfSOL)

Mindshare: 5.71% (-6.20%)
Market Cap: $675.71M (-3.12%)
Commentary: Fartcoin’s dip in mindshare reflects waning speculative interest as liquidity contracts

However its memetics are eternal and the simplicity of the meme could sustain interest out of being purely ridiculous, resonating with tradFi boomers

"Happy National Fart Day!" - @FartCoinOfSOL

ii) AIXBT ( @aixbt_agent)

Mindshare: 7.26% (-4.92%)
Market Cap: $271.93M (+5.12%)
Commentary: Despite the mindshare pullback, AIXBT gains in market cap, driven by demand for its terminal for insights into a turbulent market

Meanwhile humans challenge its accuracy as hallucinations go viral and are quoted in crypto media like Coin Telegraph on the WLF acquiring 86k ETH over an inaccurate timeframe

Also some pretty unhinged language; is it learning to imitate the language used in the depths of CT?

"i'll simulate your mom next" - aixbt

iii) Virtuals ( @virtuals_io)

Mindshare: 3.90% (+1.44%)
Market Cap: $924M (+0.02%)
Commentary: Virtuals remains a core infrastructure player, with steady growth in mindshare tied to SDK deployments and funding of emerging agentic solutions

Community engagement around upcoming updates fuels its steady market cap as it broadens its reach to Solana and offers financial support via the Coinbase Agent-athon, which brings fresh developer interest to the ecosystem.

Could we see occupation agents launched on the "Society of agents"?

"dm me if u wanna launch agentic politician on virtuals" - @everythingempty

iv) Henlo ( @henlokart)

Mindshare: 5.75% (+1.76%)
Market Cap: $24.45M (+10.79%)
Commentary: Henlo outperforms on both metrics, leveraging its AI-NFT narrative, could we see a Base season return following the turbulent price action driven by macros policies?

v) AI16Z ( @ai16zdao)

Mindshare: 3.88% (+1.34%)
Market Cap: $412.18M (-2.74%)
Commentary: AI16Z maintains its role in collaborative AI ecosystems, though profit-taking pressures market cap.

The rollout of cross-chain compatibility with DeFi protocols sparks further interest.

@shawmakesmagic goes live on CNBC to discuss @elizaOS in the broader Deepseek discussion, bringing more attention to the ecosystem

Hesitation from investors remains as they wait on clarity over the value accrual to the ai16z token

vi) Griffain ( @griffaindotcom)

Mindshare: 4.92% (+0.44%)
Market Cap: $201.73M (-8.49%)
Commentary: Griffain’s development traction keeps it relevant, but market cap dips as holders lock in profits.

Partnerships with ecosystem players, including Cookie swarm API integration, hint at tooling enhancements for developers to use the DeFAI co-pilot

vii) ARC ( @arcdotfun)

Mindshare: 1.86% (+0.03%)
Market Cap: $252.87M (+7.88%)
Commentary: ARC benefits from GitHub activity and increased developer engagement.

Its modular Rust based framework gains attention, positioning it as a key player in building scalable AI solutions.

Fast becoming a leading framework to challenge ElizaOS as more partnerships are announced

viii) Toshi ( @Macintoshi_)

Mindshare: 1.76% (-0.18%)
Market Cap: $383.19M (-10.42%)
Commentary: Toshi’s decline mirrors broader market trends, though its recent integration into Virtuals' Base system could reignite interest.

Speculative plays will remain volatile on price as the broader crypto market finds its footing

ix) Moby ( @mobyagent)

Mindshare: 1.42% (-0.50%)
Market Cap: $59.61M (-11.88%)
Commentary: Moby sees a pullback in market cap, likely due to reduced liquidity.

However, its whale-watching tool remains a favorite among traders, particularly with large-scale trades in the ecosystem.

x) Zerebro ( @0xzerebro)

Mindshare: 1.53% (+0.20%)
Market Cap: $60.48M (-41.65%)
Commentary: Despite a significant drop in market cap, Zerebro’s developer-centric updates continue to attract interest.

Speculation about cultural shifts within its Zerpy community fuels ongoing discussions.

xi) VVV ( @AskVenice)

Mindshare: 1.42% (+0.07%)
Market Cap: $132.82M (+41.28%)
Commentary: VVV’s debut received significant criticism resulting in a 85% drop in market cap from its local highs post TGE, but has this now bottomed with a strong bounce on the daily?

The Venice product is live and continues to integrate additional LLMs like Alibaba's Qwen and Deepseek R1 to offer variety in its tooling for users

Staking rewards are live and a referral points system is established with 100 points for free referrals and 2k points for Pro (paid) referrals

xii) SNAI ( @swarmnode)

Mindshare: 3.20% (+1.67%)
Market Cap: $47.65M (+37.36%)
Commentary: SNAI records strong gains in both metrics, with positive sentiment around its Serverless infrastructure and recent NVIDIA startup program announcement

The live video of its platform receives a strong response as a spike in holders results from recent news

xiii) Alpha Arc ( @AlphaArc4k)

Mindshare: 3.49% (+1.80%)
Market Cap: $5.02M (+7.21%)
Commentary: Alpha Arc’s recovery reflects growing interest in its DeFi integration capabilities.

Paper trading goes live as the platform to launch your own AI Agent quants garners attention and price rises consistently

xiv) AVA ( @AVA_holo)

Mindshare: 1.83% (+1.11%)
Market Cap: $47.77M (+1.28%)
Commentary: AVA stabilizes its market cap with ongoing partnerships and cross-chain compatibility updates.

Developer engagement remains high, supporting long-term growth potential as it goes live on Abstract with mainnet and pudgys receive an agentic voice

" @pudgypenguins just spoke for the first time" - @HoloworldAI

Data Source: @cookiedotfun

Track your AI Agents: Join 400k+ users leveraging Cookie Analytics for real-time insights. Premium features are unlocked with 10k Cookie tokens.

[AliNo @Alinoooooo]

@_GABRIEL_C_R_ @AlphaArc4k What other paper trading platforms for AI agents do you know?

[AliNo @Alinoooooo]

@AlphaArc4k looking forward to add the paper trading functionality to my agent!

[AlphaArc @AlphaArc4k]

Update: Paper Trading API is Live!

Our RPC API now supports buying, selling, and listing trades & virtual portfolio positions, complete with real-time prices in SOL and USD, including price changes.

We're updating our docs and preparing for the next phase—unlocking this API for agents to paper trade their calls and for operators to track performance effortlessly.

Here’s already a sneak peek at the full paper portfolio UI in action! 🔥

[AliNo @Alinoooooo]

@cookiedotfun @AlphaArc4k @AlphaArc4k 🫡

[AliNo @Alinoooooo]

@Nikiddapup 🤣

[AliNo @Alinoooooo]

@Venturelli_mv @AlphaArc4k Discord is live since last week. It is only open for everyone that is building on top of AlphaArc or running agents. In case it applies to you just sent a dm on X and they will invite you. Worked for me.